Eclipse's service-plan module extends the platform beyond one-off visits to support recurring projects, multi-day projects, and authorized service programs. Manage the full project—from intake and authorization through recurring visits, supervision, and discharge—within a unified platform that handles technician appointment, visit documentation, per-customer billing, authorization tracking, and client invoicing.
Design custom service-plan templates that chain visit types in sequence, each with its own frequency, rate, and technician appointment.
Chain job stages in sequence—Site Visit → Rough-In → Install → Final Walkthrough—each with its own crew, materials, and documentation.
Configure visit frequency (e.g., 3x/week, MWF), scoped hours, and per-customer rate cards for accurate billing across the project.
Define project start/end dates, scoped hours, and change-order windows with automatic alerts before deadlines.
Assign primary and backup crews per job stage. Auto-broadcast open shifts and auto-assign based on skills, licenses, and location.
Track site notes, job photos, and required forms across the project with version control, per-visit status, and timestamped customer signatures.
Configure supervisor review rules: require technician sign-off, auto-advance completed jobs, or route flagged items back for correction.
Upon intake, a single project is created with a visual timeline UI showing each visit as a discrete step in the plan—with scheduled dates, assigned technicians, and action buttons for management.
From authorized unit reconciliation to per-project invoicing and provider reimbursement—complete financial management for projects.
Capture scoped hours at quote, reconcile delivered jobs during the project, and auto-adjust invoices based on actual completed work.
Configure automatic rate modifiers for after-hours, weekend, and holiday jobs per customer contract.
Generate consolidated invoices with per-job breakdowns, or close out completed phases to invoice while the project continues.
Track technician reimbursements from verified jobs with adjustments for shift differentials, mileage, and per-job bonuses.
Configure workflows for any recurring service with the right visit cadence and customer rate model.
Multi-day installs with commissioning and follow-up tune-up visits
Bathroom and kitchen remodels with rough-in and finish phases
Panel upgrades, rewires, and multi-day electrical service work
Full roof replacements with crews, materials, and inspections
Interior and exterior painting jobs with crews and multi-day scheduling
Design/build landscape projects with phased delivery
System installs, commissioning, and initial inspections
Multi-visit maintenance plans across HVAC, plumbing, and more
Eclipse's service-plan module covers every capability field service businesses expect from an project management system, backed by our signature technician dispatch automation and end-to-end financial management.
See how Eclipse manages complex service plans across trades.
A homeowner buys a full HVAC install with a maintenance agreement.
Site Visit → Rough-In → Install → Commissioning → Recurring Tune-Up Visits
System schedules install crew and follow-up tune-ups, tracks scoped hours, and alerts the supervisor before maintenance renewals. Every visit is verified via GPS check-in/out with photos and customer signature.
A homeowner books a two-week bathroom remodel with rough-in and finish phases.
Site Visit → Demo → Rough-In → Inspection → Finish → Final Walkthrough
Recurring crew assignments auto-post to the technician network. Open shifts are auto-filled from qualified backups. Milestones, punch-list items, and follow-up visits are tracked in the project.
A homeowner books a full roof replacement with crew, materials, and inspection.
Estimate → Material Delivery → Tear-Off → Install → Cleanup → Final Inspection
Scoped hours are drawn down per phase, materials and inspections are tracked separately, and the system flags when a final walkthrough is due.
A commercial painting project requires coordinated interior and exterior crews with multiple day phases.
Prep → Interior Paint → Exterior Paint → Touch-Up → Final Walkthrough
Each crew follows its own job cadence within the same project. Notes and updates are shared across the field team in one place.
One platform that unifies one-off visits, recurring shifts, and multi-day projects with enterprise-grade automation.
Single system for one-off visits, recurring shifts, and multi-day projects—no separate scheduling or EMR add-ons required.
Leverage your existing technician and technician roster with skills-based routing across all service lines.
Apply proven auto-broadcast and auto-assign logic to recurring service plans just like one-off visits.
customer invoicing, payment tracking, and provider reimbursement in one integrated workflow.
Customers and family members can view schedules, approve visits, and pay invoices without leaving the platform.
Configure every aspect of service-plan templates, customer rules, and supervision logic to match your operations.
Keep projects moving with multi-channel notifications, in-context discussions, and automated SLA management.
Template-driven notifications via email, SMS, and in-app for visit appointments, approvals, and authorization reminders.
Per-project chat threads for admins, technicians, and customers with visit-specific discussions and note annotations.
Automated warnings when projects approach authorization end or reassessment dates, with escalation rules for unassigned visits or delayed sign-offs.
Initial OASIS assessment complete. Ready for supervisor review before starting weekly visits.
2 hours agoReviewing now. One follow-up on the punch-list for the plan.
1 hour ago